MCLE Credit: 12 Hours

including 5.25 Hours

Ethics/Professional Responsibility

(pending approval)

Best Practices

Greater Proficiency

Increased Profits

January 12 and 13, 2007Holiday Inn • Chicago Mart Plaza

Designed for Transactional and Litigation Practicesin Solo to Large Firm Settings

Sponsored byThe Law Practice Management Institute

The Chicago Bar Association

Law PracticeManagementInstitute

2007 Chicago

&Law Practice Management

Technology Conference

Best Practices Greater Proficiency Increased Profits Friday, January 12, 2007

7:45 - 8:15 a.m.REGISTRATION AND CONTINENTAL BREAKFAST

8:15 - 8:30 a.m. WELCOME AND INTRODUCTIONPaul Bernstein, CBA Law Office Technology CommitteeBob Moss, Law Practice Management Insitute

8:30 - 9:15 a.m. ETHICS & THE CYBER LAWYER: HOW NOT TO COMMIT MALPRACTICE WITH YOUR PC & GADGETSA brief look at a few key areas where lawyers unwittingly commit professional responsibility violations: E-Mail, Listservs and Web Boards, Metadata, Internet Marketing, Blogging. Keeping client data safe will also be covered. Catherine Sanders Reach, Director Legal Technology Resource Center, American Bar AssociationJames Grogan, Attorney Registration and Disciplinary Commission

9:15 - 10:00 a.m.GROWING YOUR PRACTICE PROFITABLYLearn how to achieve an effective return on your investment and fuel your growth engine. What comes first: people, strategy or infrastructure? How to make money through strategic financial investment and when to grow will also be covered. Bryan Schwartz, Managing Partner, Levenfeld Pearlstein P.C.

10:00 - 10:25 a.m. EXHIBIT HALL BREAK

10:25- 11:10 a.m.BREAK OUT SESSIONS: CHOOSE ONE

BEST PRACTICES FOR HANDLING PAPER AND ELECTRONIC INFORMATIONChanges to the Federal Rules of Civil Procedure regarding electronic evidence require that attorneys now become experts on managing the convergence of both paper and electronic evidence for the purposes of review and production. Learn best practices for harnessing technology to more effectively manage workflow of evidentiary material as well as opposing parties. Mandi Ross, CEO, Prism Litigation TechnologyAnthony L. Abboud, Of Counsel, Greenberg Traurig LLP

&Law Practice Management

Technology Institute Schedule

P/E

SCANNING FOR THE OCR CHALLENGEDNeed to get the paper off of your desk? Imaging is the answer. Program will describe OCR and its basic uses. Topics will cover selecting/purchasing a desktop scanner, types of software required, and how to use/store your scanned documents. Robert C. (T.J.) Thurston, Thurston Law Offices

11:15 a.m. - 12:00 p.m. BREAK OUT SESSIONS: CHOOSE ONE

THE BUSINESS OF LAWFundamental business principles of private practice. Recruitment and retention will be discussed. How economic forces and the competitive environment affect your practice will also be discussed. Audrey H. Rubin, Chief Operating Officer, Wildman Harrold Allen & Dixon LLP

CHOOSING TIME AND BILLING SOFTWAREKeeping track of your time and making sure you bill for it is what keeps your practice alive. Which program is right for your size firm? What modules do you need? A comparison of the leading programs. Holly E. Humphreys, Principal, HEH Business Systems Inc.

12:00 - 1:15 p.m.LUNCH WITH THE VENDORS

1:20 - 2:20 p.m. BREAK OUT SESSIONS: CHOOSE ONE

TRANSACTION MANAGEMENTLearn what to look for in a transaction management application. Topics include: effective document assembly, document management techniques, the best ways to share documents and ideas with client, counsel and other interested parties. Using the Internet for video and/or audio conferences will also be covered. James R. Asmussen, Shefsky & Froelich Ltd. Todd Flaming, Schopf & Weiss LLPEric J. Genin, Law Offices of Becker & Gurian

P/E Indicates Professionalism/Ethics Credit

P/E

P/E

Saturday, January, 13, 2007

8:30 - 9:00 a.m. CONTINENTAL BREAKFAST

9:00 - 9:45 a.m.BEST PRACTICES TO MARKET YOUR LAW PRACTICEHow to develop and communicate a message that is honest and will effectively get attention. What works and what doesn’t. Nancy Roberts Linder, Principal, Nancy Roberts Linder Consulting

9:45 - 10:30 a.m. HANDLING HIGH MAINTENANCE CLIENTSWe have all had them - the client that insists on monopolizing your time, controlling the case, needs constant support, etc. Learn how to deal with these clients in an effective way and still be professional. Maurice Grant, Grant Holt & Schumann LLC

10:30 - 10:55 a.m. EXHIBIT HALL BREAK

10:55 - 11:40 a.m.BREAK OUT SESSIONS: CHOOSE ONE

CONFLICT RESOLUTION WITHIN THE LAW FIRMLawyers are not immune from internal conflicts or EEOC complaints. It might be a performance issue, personality conflicts, or a system deficiency. What is the best resolution process for you as an employee or as management? Lorna Lucken Steuer, Attorney/Mediator, U.S. Equal Employment Opportunity Commission

CHOOSING PRACTICE MANAGEMENT SOFTWAREWhether you have a transactional or litigation practice, a case management program is essential. Which one is right for you? A comparison of the major products - features, costs, versatility. Geri Martin, President, Software Analysis Corporation

11:45 - 12:30 p.m. BREAK OUT SESSIONS: CHOOSE ONE

TRAINING YOUR FIRM PERSONNEL AT ALL LEVELSTraining–the ultimate keyword to success. Whether it concerns risk management, technology, client communications or continuing education, your human capital–at all levels, from attorneys to legal support staff to office staff–needs meaningful training in order for your firm to fully maximize its assets. Kathy M. Morris, Chief Career Development Officer, Gardner Carton & Douglas LLPTanvir A. Rahman, Training Attorney, Gardner Carton & Douglas LLP

P/E

LITIGATION MANAGEMENTHow to pull your case together in a meaningful manner. Topics include: case analysis, time lines, connecting issues, evidence and documents to people, witness preparation, scanning and data basing documents, and sharing with outside counsel. Brian Lewis, Baizer & Kolar P.C.Bryan Sims, Thompson Rosenthal & Watts LLP

2:25 - 3:10 p.m.BREAK OUT SESSIONS: CHOOSE ONE

OUTSIDE COUNSEL - WHAT CORPORATIONS WANTWhat are the criteria used for selecting outside counsel? Learn what corporations are looking for and how to develop corporate business. Worst practices that have caused law firms to lose the relationship will also be discussed.Carolyn Clift, General Counsel, Health Care Service CorporationVerlyn L. Suderman, General Counsel, DSC Logistics Inc.

THE INITIAL CLIENT INTERVIEWMake your initial meeting with a new client a success! Tips on how to get a new client to tell you the relevant facts in their own way, improving your listening skills, what not to do during an interview, and how to determine whether you should accept the case will be covered. When and how to write a non-engagement letter will also be discussed. Bob Moss, Attorney/Consultant - APTA

3:10 - 3:35 p.m. EXHIBIT HALL BREAK

3:35 - 4:20 p.m.BEST USES OF TECHNOLOGY FOR MARKETINGUsing e-newsletters, blogs, podcasts, web sites, PDA dis-plays, RSS syndication, and extranets to get informative material to your clients and prospective clients. Larry Bodine, Principal, Larry Bodine Marketing

4:20 - 5:05 p.m.NETWORKING & CLIENT RECRUITMENT: HOW TO ESTABLISH STRATEGIC ALLIANCESA systematic approach to developing professional contacts within both the legal and business communities. Learn the “five key principles” of effective relationship development and how to educate clients on effective collaborative efforts. Arthur J. Bousel, Vice President, High Potential, Inc.Robert Wilson, President, High Potential, Inc.

P/E

P/E

TECHNICAL SOLUTIONS-CONSIDERATIONS WHEN MAKING PURCHASESReady to add some technology in your office? This helpful guide will teach you how to plan, budget, evaluate products and purchase technology goods. Learn how to decide if the time is right and should you have a tech committee. Jim Harmening, President, Computer-Bits Inc.

12:30 - 1:45 p.m. LUNCH WITH THE VENDORS

1:50 - 2:50 p.m.BREAK OUT SESSIONS: CHOOSE ONE

VIRTUAL DATA ROOMIn both transactional and litigation practices, Virtual Data Room use has gone spiraling up. Learn what they are and why you should use these online repositories for your clients transactions, mergers or acquisitions or large litigation. Get tips on best uses and possible traps.Randy A. Bridgeman, Bell Boyd & Lloyd LLCJim Whelton, Practice Support Manager, Winston & Strawn LLP

TECHNOLOGY IN THE COURTROOMTechnology can help you manage your case during trial, effectively examine witnesses and make persuasive presentations to the jury. Hear how top local trial lawyers do it. Learn what tools you need and how to use them in Cook County.Lori E. Iwan, Iwan Cray Huber Horstman & VanAusdal LLCMichael J. McGowan, Director of Electronic Information, Office of the Chief Judge, Circuit Court of Cook County Lorna E. Propes, Propes & Kaveny LLC

2:50-3:05 p.m.BREAK

3:05 - 3:50 p.m.YOU ARE RESPONSIBLE FOR YOUR OFFICE – BEST PRACTICES FOR AVOIDING GRIEVANCES, MALPRACTICE AND FEE DISPUTESLearn the risk management steps to take in your office to protect yourself and your clients. The Ten Commandments of professional responsibility and risk management call for sound management practice for yourself and your staff.Joseph Guerrero, Senior Vice President, AON-Affinity InsuranceDavid Hricik, Associate Professor, Mercer University School of Law

Bring Your LaptopCourse materials for all sessions will be available on CD-Rom only (Adobe PDF format). Attendees will receive CD-Rom at the conference.

Internet: Wireless Internet will be available.

P/E

3:50 - 4:50 p.m. KNOWLEDGE MANAGEMENTWhat is the difference between document management and knowledge management? Learn how to harness, preserve and find the intellectual capital of the organization–its best thinking and experience. KM solutions unlock the product available in-house and provide you with a distinct competitive advantage.

Join our distinguished panel to learn: (1) The value of abstract search solutions that analyze a firm’s accumulated work using algorithms. Regardless of what is entered in the document management system, these programs allow the user to search by concept rather than the restrictions of word or boolean searches; (2) How and why a firm designed and implemented its own proprietary enterprise KM solution. How has it served the firm. What they want for the future; and (3) Do It Yourself KM: How to combine your practice management tools so as to give you greater knowledge and leverage, and pass on tips and expertise. Learn how to create simple, practical and useful personal knowledge management tools.Brent Kidwell, Jenner & Block LLPBrowning E. Marean III, DLA Piper US LLPCatherine Sanders Reach, Director, ABA Legal Technology Resource Center

4:50 - 5:00 p.m.DRAWING FOR GIVEAWAYS

Hotel/Travel InformationHoliday Inn - Chicago Mart Plaza is located at 350 N. Orleans, Chicago. (Across from the Merchandise Mart). Registration and the Conference will be held in the Sauganash Ballroom on the 14th floor.

Hotel Reservations:A limited number of rooms are available at the Holiday Inn at $119.00 per night. For reservations, contact the hotel directly at 312-836-5000 (reservation code ACB).

Parking: Self-parking at the hotel is available at a discounted rate of $10.00 per day with validation. Be sure to have your ticket validated at the registration desk.

Public Transportation:CTA Brown and Purple Lines: Exit at the Merchandise Mart. Take the crossbridge over to the Mart Plaza. Take elevator to 14th floor.

CTA Blue, Green and Pink Lines: Exit at Clark & Lake stop. Walk 0.4 mile to hotel or transfer to Northbound Brown line train to Merchandise Mart.

CTA Red and Orange Lines: Exit at Lake. Transfer to Northbound Brown Line train to Merchandise Mart.

From Metra Stations: Take the CTA 125 bus (on Canal Street) to Merchandise Mart stop.

For complete travel information, visit www.yourcta.com.

Larry Bodine, Principal, Larry Bodine Marketing, Glen Ellyn, ILBodine has assisted law firms, ranging in size from 3,000 attorneys to sole practitioners, in developing their marketing strategy, formulating individual marketing plans and revamping Web sites. He previously served as the Director of Communications of Sidley Austin in Chicago.

Robert C. (T.J.) Thurston, Principal, Thurston Law Offices, Huntley, ILIn addition to many years of private practice, Thurston has spent a period as General Counsel. He has operated his own legal technology consulting firm and has presented extensively on legal technology.

Nancy Roberts Linder, Principal, Nancy Roberts Linder Consulting, LaGrange, ILAs a marketing consultant focusing primarily on law firms, Linder has 20 years of experience working with lawyers and other service industry professionals, which includes serving as the first marketing director for Hinshaw & Culbertson. She is a past president of the Legal Marketing Association Chicago Chapter.

Bryan Schwartz, Chairman, Levenfeld Pearlstein, LLC, Chicago, ILFor the past decade, Schwartz has planned and executed a unique professional firm strategy of “build it and they will come.” He is frequently quoted on management and legal issues in many of the top legal and business publications for his unconventional approach to leadership and management issues.

Audrey H. Rubin, Chief Operating Officer, Wildman Harrold Allen & Dixon LLP, Chicago, IL As COO of Wildman Harrold, Rubin directs and oversees the firm’s financial, marketing, strategic, and tactical operations. Prior to joining Wildman Harrold, Rubin served as COO of Butler Rubin Saltarelli & Boyd LLP.

Maurice Grant, Founding Partner, Grant Holt & Schumann LLC, Chicago, ILPracticing in the areas of business and commercial litigation, real estate and employment discrimination, Grant has extensive experience representing government entities, medium and small businesses and individuals.

Catherine Sanders Reach, Director, Legal Technology Resource Center American Bar Association, Chicago, ILReach provides technology assistance for lawyers through the ABA’s Legal Technology Resource Center. She is also a frequent presenter and writer on the uses of technology in the practice of law.

Brent Kidwell, Partner, Chief Knowledge Coun-sel, Jenner & Block LLP, Chicago, ILKidwell is responsible for Jenner & Block LLP’s technological practice management and initiatives, which involve the development of numerous knowledge management programs.

Faculty MembersMeet a few of our high-powered speakers!

Best Practices Greater Proficiency Increased Profits

Other highly-respected speakers include:Anthony L. Abboud, Greenberg Traurig LLP

James R. Asmussen, Shefsky & Froelich Ltd.

Arthur J. Bousel, High Potential Inc.

Randy Bridgeman, Bell Boyd & Lloyd LLC

Carolyn Clift, Health Care Service Corporation

Todd Flaming, Schopf & Weiss LLP

Eric J. Genin, Law Offices of Becker & Gurian

James Grogan, Attorney Registration and Disciplinary Commission

Joseph Guerrero, AON-Affinity Insurance

Jim Harmening, Computer-Bits, Inc.

David Hricik, Mercer University

Holly E. Humphreys, HEH Business Systems Inc.

Lori E. Iwan, Iwan Cray Huber Horstman & VanAusdal LLC

Brian Lewis, Baizer & Kolar P.C.

Browning E. Marean III, DLA Piper US LLP

Geri Martin, Software Analysis Corporation

Michael J. McGowan, Circuit Court of Cook County

Kathy M. Morris, Gardner Carton & Douglas LLP

Bob Moss, Law Practice Management Institute

Lorna E. Propes, Propes & Kaveny LLC

Tanvir A. Rahman, Gardner Carton & Douglas LLP

Mandi Ross, Prism Litigation Technology

Bryan Sims, Thompson Rosenthal & Watts LLP

Lorna Steuer, U.S. Equal Employment Opportunity Commission

Verlyn L. Suderman, DSC Logistics Inc.

Jim Whelton, Winston & Strawn LLP

Robert Wilson, High Potential, Inc.

SupportersBest Practices Greater Proficiency Increased Profits

CONTRIBUTORSHMU Consulting • Computer-Bits • Computing Source • Thomson Findlaw

Our sincere appreciation and thanks to all of the above leading companies for their generous support of the effort of The Chicago Bar Association and the Law Practice Management Institute to bring this

exceptional conference to the Chicagoland legal community.

Bowne*: Deal Room Express™ EDGAR/SEDAR Services Securities and Compliance Services

CBA Bookstore: Practice Management Books

CBA Administrators: Professional, Life, Health and Long Term Care Insurance

CompuLaw®: CompuLaw Vision® Deadfines on Demand

SUPPORTERS

Computer Bits*: Worldox™ Technology Consulting Trial Presentation Computer Forensics

Computing Source: Computing Services andTechnical Guidance System Security Review

CT Summation*: iBblaze & WebBlaze® Summation Enterprise® CaseVault®

HMU Consulting: Amicus® Attorney Amicus® Accounting Amicus® Small Firm

Law Bulletin Publishing: Legal Publications and Services DMOutlook (court call matching) Online Jury Verdicts & Settlements

LexisNexis®Litigation Services*: CaseMap® TimeMap® TextMap®

LexisNexis®Practice Management*: TimeMatters® Billing Matters™ HotDocs® PC Law™

Thomson Findlaw™* Findlaw™ West Workspace™ Websites Marketing

Thomson West™*: Print, CD-Rom and Online solutions for your law practice

West km™*: West km™ for Litigation West km™ for Transactions West km™ DealProof™

Products Exhibited

*Exhibitor will conduct a special lunchtime presentation. Details available at www.chicagbar.org/lpm2007 and at the Conference.

CBA Administrators, Inc.

Learn Best Practices Gain Proficiency Increase Profits

Registration&Law Practice Management

Technology Conference

Please use one form per person.

Name Firm

Address/City/State/Zip

CBA or ALA Member No. Phone Email

Firm Size: Solo 2-20 20-100 100+

HOW TO REGISTER: Mail form to: CBA Ticketing, 321 S. Plymouth Ct., Chicago, IL 60604 Online at www.chicagobar.org/cle.html Fax form to: 312-554-2054 Phone with credit card at 312-554-2056

PAYMENT OPTIONS:

Check CBA Account

VISA MasterCard American Express Discover

Card # Exp. Date

Signature

INFORMATION/CANCELLATION POLICY:No confirmation will be sent. All cancellations must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email seminars@chicagobar.org). CLEAdvantage MEMBERS WHO DO NOT CANCEL OR ATTEND A REGISTERED SEMINAR WILL BE BILLED $15. No shows can pick up seminar materials in the CBA Legal Bookstore or call 312-554-2050 to have a CD-Rom of the materials mailed to you. Accessible services are available for persons with disabilities, please call 312-554-2056 or TDD 312-554-2055 promptly to allow time to provide the necessary accommodations.

No CBA Seminar Passports, unemployment waivers, student rates, or coupons of any kind are valid for this program. A $1/hour/person fee required by the Illinois MCLE Board is included in the fees. Remember to bring your ARDC card or number to the program to receive MCLE credit.

FEES: Early Registration Regular Registration Late Registration Before Dec. 15, 2006 Dec. 15, 2006-Jan. 5, 2007 After Jan. 5, 2007

CBAMember with CLEAdvantage Plan $199 $229 $299 CBA Member $229 $259 $329 Non-CBA Member $299 $329 $399 Association of Legal Administrators Member/Nonlawyer $170 $200 $275

Materials Only (No MCLE Credit) $125 Exhibits Only $0

SESSIONS: I plan to attend the following breakout sessions (for planning purposes only)Friday: Saturday:

Best Practices for Handling Info or Scanning for the OCR Challenged Conflict Resolution or Practice Management Software

The Business of Law or Choosing Time & Billing Software Training Your Firm Personnel or Technical Solutions

Transaction Management or Litigation Management Virtual Data Room or Technology in the Courtroom

Outside Counsel or Initial Client Interview

Looking for an easy, convenient way to pay for Continuing Legal Education?

Sign Up for CLEAdvantage...all the CBA CLE you can attend for $125!

Visit www.chicagobar.org for details!

CLEAdvantage

The Chicago Bar Association321 S. Plymouth Ct.Chicago, IL 60604www.chicagobar.org

Earn 12 CLE Credits!Up to 5.25 Ethics Credits(pending approval)

Chicago January 12-13, 2007

2007 Chicago

&Law Practice Management

Technology ConferenceGet a handle on your practice!Firm Management:

Making Your Practice ProfitableConflict Resolution Within the FirmThe Business of LawTraining Your Firm Personnel on All LevelsKnowledge Management

Technology:Technology in the CourtroomVirtual Data RoomsScanning for the OCR ChallengedHow to Pick the Right Software for Your PracticeTransaction Management and Litigation ManagementHandling Paper and Electronic Information

Marketing/Client Development:Best Practices to Market Your Law PracticeNetworking & Client RecruitmentOutside Counsel - What Corporations Look ForHandling High Maintenance ClientsBest Use of Technology for Marketing

Ethics:Ethics & the Cyber LawyerBest Practices for Avoiding Grievances and Malpractice

And More!

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Best Practices

Greater Proficiency

Increased Profits